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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-01-16
WA RA APPROVED 2025-01-16
  • ID RA
    APPROVED
    Since 2025-01-16
  • WA RA
    APPROVED
    Since 2025-01-16

Branch Locations

835 N Post Street, Suite 203, Spokane, WA 99201 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A N/A WA 04/2016 09/2016
Department Of Defense Education Activity Fort Benning GA 09/2016 12/2016
Glock, Inc. Greenville SC 12/2016 07/2017
N/A N/A GA 07/2017 02/2018
National Infantry Association Columbus GA 02/2018 07/2018
Lpl Financial, Llc Spokane WA 01/2015 Present
Global Retirement Partners, Llc San Rafael CA 01/2025 Present
Hub International, Inc. Chicago IL 02/2024 Present
  • 04/2016 → 09/2016
    N/A
    N/A, WA
  • 09/2016 → 12/2016
    Department Of Defense Education Activity
    Fort Benning, GA
  • 12/2016 → 07/2017
    Glock, Inc.
    Greenville, SC
  • 07/2017 → 02/2018
    N/A
    N/A, GA
  • 02/2018 → 07/2018
    National Infantry Association
    Columbus, GA
  • 01/2015 → Present
    Lpl Financial, Llc
    Spokane, WA
  • 01/2025 → Present
    San Rafael, CA
  • 02/2024 → Present
    Hub International, Inc.
    Chicago, IL
Other Businesses

1. 9/14/2018 - Longbow Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/21/2018 - 40 Hours Per Month/2 Hours During Securities Trading - Time Spent 25%. 2. 10/10/2022 - Gonzaga University - Not Investment Related - 502 E Boone Ave, Spokane, WA 99258 - Outside/W-2 Employment - Adjunct Professor - Start Date - 10/14/2022 - 12 Hours Per Month/0 Hours During Securities Trading 3. 09/29/2023 - Outside/W-2 Employment - Travel Agent - Not Investment Related - Home Based - Start Date 05/01/2023 - 1 Hour Per Month/0 Hours During Trading 4. 02/28/2024 - Hub International - Other - Hub International - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/04/2023 - 100 Hours Per Month/ During Trading 5. 04/05/2024 - Hub Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/04/2023 - 80 Hours Per Month/ During Trading 6. 01/16/2025 - Hub retirement and wealth management - Investment Related - Registered Investment Advisor DBA -At Reported Business Location(s)- Start Date:10/10/2024 -0 Hrs/Mth - 0 Hrs During Trading. 7. 01/16/2025 - Global Retirement Partners - Investment Related -Registered Investment Advisor Hybrid - At Reported Business Location(s)- Start Date:01/16/2025 - 160 Hrs/Mth - 0 Hrs During Trading.I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 01/16/2025 - Longbow Financial Services, a HUB International Company - Investment Related -Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/16/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 9. 07/13/2026 - Abacus Ventures - Business Owner - Not Investment Related - Spokane, WA - Start Date 11/18/2025 - 40 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-11
  • S66 Uniform Combined State Law Examination
    2019-01-11
Other Names
  • Amanda Jayne Banta
  • Amanda Jayne Furrer

View on SEC IAPD

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